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StockBoss Interactive
For
Pagewriter 2000x/Timeport P930 Series
User’s Guide
Copyright Software Incubators 2000
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StockBoss Interactive for PageWriter/Timeport User’s Guide Table of Contents 1. Introduction .......................................................................................................4 1.1. Minimum Requirements ............................................................................4 1.2. Subscription Plan.......................................................................................4 1.3. Overview..........................................................................
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StockBoss Interactive for PageWriter/Timeport User’s Guide STOCKBOSS LICENSE AGREEMENT By installing, copying or using this software, you agree to be bound by the terms of this license agreement: The software, services and documentation are offered "as is" and without warranties as to performance, accuracy of information or merchantability or other warranties whether expressed or implied. All information is presented for informational purposes only, and any related financial transactions should
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StockBoss Interactive for PageWriter/Timeport User’s Guide 1. Introduction 1.1. Minimum Requirements 1. PageWriter 2000x or Timeport 930/935 with Flex OS version 2.0.0.14 or later. To check the version of FLEX OS on your unit, launch the "Customize" or “Controls” application, and then select "About PageWriter". If your pager is Flex OS version 1.0x we recommend installing our older version available at www.stockboss.com/sbia_pw106.exe or upgrading your pager to Flex OS version 2.X or higher. 2.
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StockBoss Interactive for PageWriter/Timeport User’s Guide Users can access their stock portfolios directly from the pager, tracking history in chart form, in addition to the receipt and request on demand of stock information. Receipt of quotes and updates are available, customized to individual user preferences, as well as the interactive option to request "on demand" specific market information. StockBoss Interactive is an ideal financial resource for mobile users of interactive pagers who tra
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StockBoss Interactive for PageWriter/Timeport User’s Guide The very first time the application is launched from the wheel, the main StockBoss menu will contain only one item. In order to enable the rest of the features, you must select the item from the list and proceed to the following screen: You must enter a valid first and last name. StockBoss reserves the right to discontinue any account that does not contain a real name. Each name cannot begin with a space. The Company, Phone and Home
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StockBoss Interactive for PageWriter/Timeport User’s Guide After account information has been entered, and each subsequent time the application is launched, the full menu will appear. 5. Quote Portfolio If this is the first time the application is run, it is recommended that you request a Portfolio Update. If you already have a StockBoss account, then the Update request will return the current prices and add all existing stocks to the portfolios stored on the pager. If you do not yet have an ac
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StockBoss Interactive for PageWriter/Timeport User’s Guide 6. Edit Portfolios StockBoss supports four portfolios per account. Each portfolio may hold up to 75 stocks. To add or edit any of the four portfolios, select the Edit Portfolio option. Next, select which portfolio to modify. If there are no stocks listed in the selected portfolio the software will indicate that the portfolio is empty. Tab to the menu bar and select the Add option to insert a new ticker into the portfolio. Page 8 of 20
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StockBoss Interactive for PageWriter/Timeport User’s Guide In the Add Ticker screen only the ticker symbol itself is required. All other items are optional. Note: The format of the Purchase Date field is YYYY/MM/DD. Any other format will not be properly understood by the software. After entering the desired information, select the Save button. This will add the information to the local portfolio list on the pager. After adding one or more stocks the portfolio list will display the ticker, an
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StockBoss Interactive for PageWriter/Timeport User’s Guide The Edit screen appears similar to the Add Ticker screen, with the exception that the ticker symbol cannot be modified. If any changes are made to the fields and those are saved, the status for that ticker will now state ‘Changed’. To delete a ticker, use the same procedure as above the select the ticker, then tab to the menu bar and select the Delete option. The status will change to Deleted, but the ticker is still listed. To Un-del
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StockBoss Interactive for PageWriter/Timeport User’s Guide 8. Request Other Market Data In addition to specific ticker quotes, and Portfolio Updates, the user may request other market data such as current top Gainers/Losers by percentage or by dollar, Volume leaders, or the ticker symbol of a company. To find the ticker symbol of a company or the company name of a ticker symbol use the Ticker Lookup option. Enter ONE name or symbol per request. If entering a name it is preferable to use only a
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StockBoss Interactive for PageWriter/Timeport User’s Guide If requesting gainer/loser or volume leader information, the user can optionally select a specific market such as the top leaders in the NASD, the NYSE or the AMEX specifically. 9. Setting Preferences User preferences are set on two screens. The following options are listed on the first screen: Price/Vol Alert Dest: The price and volume alerts generated by the StockBoss server can be delivered to the pager only, the Home Email only, bot
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StockBoss Interactive for PageWriter/Timeport User’s Guide Threshold Move: Following a price alert the triggered threshold is always adjusted, and the other threshold may also be changed if the ‘Both’ option is selected. Threshold Type: If set to Absolute the thresholds are only changed by a price alert, or by manually changes in the Portfolio Edit screens. If set to Intraday, the thresholds are reset each morning based upon the prior day’s closing value. Volume %: Controls how high over the
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StockBoss Interactive for PageWriter/Timeport User’s Guide End of Day Rpt; At the end of the market trading day an End of Day closing summary message is sent to the destinations selected. Note, to ensure the charts are updated the end of day report should be left on. In order to save any changes the user must proceed from the first screen to the second and then select the Save option. 10. Charts To view historical charts of the price and volume select the Charts Display… option from the menu.
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StockBoss Interactive for PageWriter/Timeport User’s Guide In addition to the basic line chart, the volume bars may be displayed or hidden using the Volume menu button. The basic line chart can be changed to a candle chart and back using the Candle menu button. Note, the +Range or Both option should be selected in the Update Detail preferences in order to receive the high and low prices necessary to create the candle view. The charts will show up to 60 days of historical data. Use to zoom bott
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StockBoss Interactive for PageWriter/Timeport User’s Guide The data behind the chart can be viewed by selecting the Data menu button. 11. Sending Feedback If you have any comments or questions about the StockBoss service or the PageWriter/Timeport application, the Contact Customer Service screen can be used to direct a message to the StockBoss staff. 12. Requesting Subscription Each user is granted a complimentary two-week trial. If you wish to continue service after the trial period or upgrade
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StockBoss Interactive for PageWriter/Timeport User’s Guide The first screen allows you to select between receiving 15 minute delayed or Real Time market data. The second screen prompts you to select a payment plan with the number of months to prepay. The subscription will automatically renew and you will be charged the amount shown at the beginning of the next period. The prices displayed indicate the selection of delayed or Real Time data. Note: the prices listed for real time data are for in
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StockBoss Interactive for PageWriter/Timeport User’s Guide The third screen requires you to enter the text ‘I Agree’ to indicate your acceptance of the service terms and conditions listed at the web address shown. The fourth screen prompts you to enter your address information. Page 18 of 20
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StockBoss Interactive for PageWriter/Timeport User’s Guide The final screen prompts you to enter your credit card information. StockBoss accepts Visa, Mastercard and American Express. You may use numbers, spaces or dashes in the card number only. Your credit card information will be encrypted before it is sent to our server. Once your subscription information is received and processed you will receive back a confirmation message. If you selected Real Time data the message will direct you to
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StockBoss Interactive for PageWriter/Timeport User’s Guide 15. Troubleshooting Guide When trying to install the application with Partner, the progress bar stops before the installation is complete. Why? This usually means that there is not enough memory on the PageWriter/Timeport. Here are some tips to free up memory: 1. If you haven't already done so, reboot (power off and then on) the unit. 2. Make sure StockBoss has already been removed from the unit. Use the "Customize" application, and then
